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Wisdomtree Floating Rate Treasury Fund shares owned by Wealth Advisory Solutions

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Wealth Advisory Solutions from 13F filings

Historical chart of Wealth Advisory Solutions investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Wealth Advisory Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.3M 85k 50.48

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View all positions for Wealth Advisory Solutions

Top funds holding Wisdomtree Floating Rate Treasury Fund

Bank of America Corporation
Summit Trail Advisors
Jpmorgan Chase & Co
UBS Group
BIP Wealth
Richard Bernstein Advisors
Wells Fargo & Company
Captrust Financial Advisors
Royal Bank of Canada
Advisor Group Holdings
HighTower Advisors
Private Advisor
Signature Estate and Investment Advisors
Raymond James Financial Services Advisors
Raymond James & Associates

View all funds holding Wisdomtree Floating Rate Treasury Fund